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    Customer Order lists / reports

    There are two ways to find and review your customers Work Orders, Layaways, Workshop Jobs and Quotes within the back-office.

    Customer Orders, including Workshop: This is a summary of your customer’s orders showing customer detail, order type, deposits…

    Customer Orders Stock Detail: This is a line by line list of all items currently on order / reserved for you customers and the details of the order they are in…

    Both reports are located within the ‘Customers, receipts & Orders’ section of the back-office menu.

    Customer Orders, including Workshop


    Customer Orders Stock detail

    All Available Filters:

    • Store
    • Order open / closed status
    • Order type
    • Order number
    • Customer surname
    • Order due date
    • Item lookup code
    • Item description
    • Quantity on order
    • Quantity collected
    • Item price
    • Free stock (local store)
    • Back order status
    • Order actions
    • Brand
    • Category
    • Department
    • Free stock (global)
    • Quantity on purchase order (store)
    • Season
    • Soonest PO number (store)
    • Soonest PO date (store)
    • Supplier

    For Closed Orders, you can view Tracking Details (if available) by clicking the Order Actions button.  This will display a menu as below:

    Click the View Tracking Details button and this will display the information where available:

    If there is no tracking information, this will be stated as such:

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